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The Workflows page lists every integration in your workspace. See what’s live, what’s in development, enable or disable individual workflows, and request new ones.

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Workflow Cards

Each card shows everything you need to know about that integration at a glance.
FieldWhat it shows
Name & DescriptionThe integration name and a short summary of what it does
IDFourgent’s internal workflow ID — reference this when contacting support
Environment BadgeWhether the workflow is Live (production) or Dev (development)
Created ByThe workspace member who built it and when it was last updated

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Environment Badges

Live

The workflow is running in production. It fires on real events from your connected apps.

Dev

Development or testing mode. Build and validate here before going live.

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Enabling and Disabling

Each workflow card has a toggle in the top right corner.
  • On — the workflow is active and fires when its trigger conditions are met
  • Off — the workflow is paused. Trigger events are ignored until re-enabled
Use this to temporarily pause an integration without deleting it — for example, during a system migration or while investigating unexpected behaviour.

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Workflow Actions

Click the three-dot menu on any card.
Pauses the workflow. Same as toggling it off. Stays in your list and can be re-enabled at any time.
Opens the workflow in the chat interface. Describe the change in plain language — the agents update, retest, and redeploy.
View and manage the trigger configuration — the event or schedule that starts each run.
Permanently removes the workflow and stops all future executions. Cannot be undone. Historical run data in Workflow Runs is preserved.
You’ll also see a copy icon on each card — use this to duplicate a workflow as a starting point for a similar integration.

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Requesting a New Workflow

Click Request new Workflow to start building. This opens the Fourgent chat — describe what you need and the four agents take it from there.
“When a new person is created in Pipedrive with the ‘Warm’ label, create a contact in HubSpot.”
“Every night, reconcile invoices in QuickBooks against payments in Stripe.”
Name your apps, describe the trigger, and include any conditions or exceptions upfront. The more specific your description, the fewer follow-up questions the Onboarding Agent needs to ask.

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Editing a Workflow

To change how a workflow behaves — new condition, new field mapping, new app — use Edit Workflow from the three-dot menu. Describe the change in plain language and Fourgent handles the update end to end.

Workflow Runs

See the execution history for any workflow.

Connections

Manage the app connections your workflows depend on.

Tips for Prompting

Get a better first description for faster, more accurate builds.

How It Works

Understand what happens when you request or edit a workflow.